See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $52,743 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,527 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $11,728 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,187 | $85,635-30.9% | $123,892-52.2% | $63,975-7.5% |
| Participation rate | 88.0% | 74.9%+13.1pp | 81.4%+6.6pp | 71.1%+16.9pp |
| Annual return | 10.99% | 15.74%-4.7pp | 47.52%-36.5pp | 48.65%-37.7pp |
| Employer contribution / active EE | $19 | $3,076-99.4% | $4,617-99.6% | $2,182-99.1% |
| Participant deferral / active EE | $9,102 | $5,667+60.6% | $5,984+52.1% | $3,356+171.2% |
| Admin fee / account holder | $21 | $75-72.1% | $8,357-99.7% | $70-70.3% |